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Inspection Details Page
Inspection Details Page
FAQs and all things pertaining to the Inspection Details page
+4
42 articles in this collection
Written by
Michael Wagstaff,
Kevin Wagstaff,
Support Team
and 4 others
Clearing Out In-Progress Inspections
Have a completed inspection showing as In Progress? Here's how you can clear those out and clean up your Dashboard!
Written by
Jazmin Fulton
Updated over a week ago
Inspection Details Page Demo (VIDEO)
Watch this video for an in-depth demo on Scheduling and the Inspection details page.
Written by
Katie Walls
Updated over a week ago
Learning the Inspection Details Page
Learn all the things you can do from the Inspection Details screen, including re-sending the the confirmation, agreement or emails.
Written by
Kevin Wagstaff
Updated over a week ago
People
How Do I Add an Agent's Email?
Didn't add the agent's email when you booked the inspection? See how to add it after the fact.
Written by
Kevin Wagstaff
Updated over a week ago
How to Resend Inspection Details to an Agent / Realtor
Agent can't find the inspection details email? Send the info again using this guide.
Written by
Kevin Wagstaff
Updated over a week ago
Delete Agent from Inspection
Removing Client or Listing agent from an Inspection
Written by
Support Team
Updated over a week ago
Editing or Deleting a Client or Agent
How to Edit details or Remove a client or agent from an inspection.
Written by
Support Team
Updated over a week ago
Reports
How to change an inspection template/report
You can always swap out a report in an inspection to start fresh or use a different template
Written by
Michael Wagstaff
Updated over a week ago
How to update an inspection with your latest template
If you're making changes to your template, here's how to have the most up-to-date report.
Written by
Michael Wagstaff
Updated over a week ago
How to add a new report to an existing inspection
Choosing a new template to add to an inspection
Written by
Support Team
Updated over a week ago
Publishing the Report
What happens when you hit the Publish button? How to send the report to agents and clients?
Written by
Support Team
Updated over a week ago
Publish All vs Quick Publish
What's the difference between Publish and Quick Publish?
Written by
Katie Walls
Updated over a week ago
Viewing a log of report views
Need to see when a client or agent viewed a report? We log every visit to the report.
Written by
Michael Wagstaff
Updated over a week ago
How to Unlock Unpaid Reports
Want to let your clients and agents view their report before they pay?
Written by
Megan Lefebvre
Updated over a week ago
Copy report to another Inspection
Duplicate report and send to another inspeciton
Written by
Support Team
Updated over a week ago
Viewing Repair Request Builder reports
If you, your client or your agent build a custom repair list in the RRB they can be accessed in our RRB Log.
Written by
Michael Wagstaff
Updated over a week ago
How to Delete a Report from an Inspection
Delete a report from an inspection when you need to get your latest version of your template or start a report from scratch.
Written by
Support Team
Updated over a week ago
Fees & Payments
How to Contact Stripe
Contacting Stripe for verification purposes not able to be handled by Spectora's support
Written by
Megan Lefebvre
Updated over a week ago
Remove Payment Marked 'Paid in Full'
How to undo manual payment received in Fees & Payments
Written by
Jazmin Fulton
Updated over a week ago
How to get a PDF of the invoice
If you need a PDF for the invoice, it's easy to make using your browser's print feature!
Written by
Michael Wagstaff
Updated over a week ago
Adding Services to an Existing Inspection
Adding full services with agreement & Fees to an existing inspection
Written by
Support Team
Updated over a week ago
How to mark an inspection as "paid" when receiving cash, check, or other form of payment
When payment by cash, check, PayPal, Venmo, etc.
Written by
Support Team
Updated over a week ago
How to add information to an invoice
You can easily add an address or any other additional info to an invoice.
Written by
Michael Wagstaff
Updated over a week ago
Additional Documents
Attaching Documents to an Inspection
You can attach PDFs to any Spectora inspection as reports and/or "Additional Documents" within a report. Use this guide to learn how!
Written by
Kevin Wagstaff
Updated over a week ago
Agreements
Adding a New Inspection Agreement
Copy a new agreement in.
Written by
Support Team
Updated over a week ago
Printing the Inspection Agreement
Print contract, agreement
Written by
Support Team
Updated over a week ago
Agreement Not Showing Correct Info
Updating your agreement when you edited Client Info/Address
Written by
Support Team
Updated over a week ago
Adding a New Agreement to an Existing Inspection
New agreement generation after scheduling.
Written by
Support Team
Updated over a week ago
Internal
How to Turn off Emails/Texts
Disable Notifications
Written by
Support Team
Updated over a week ago
How to Use Discount Codes
How to apply a discount code to an inspection
Written by
Katie Walls
Updated over a week ago
Changing Order ID/Order Numbers
Order #s, inspection number, inspection ID editing
Written by
Support Team
Updated over a week ago
Emails & Text Messages
How to Share Your Report or Inspection Details with Anyone
Learn how to share your report and/or the Inspection Details page with anyone.
Written by
Support Team
Updated over a week ago
Send Booking Email to Client or Agent for Existing Inspection
Resending confirmation email, share details
Written by
Support Team
Updated over a week ago
How to resend a confirmation email or share inspection details with an agent or client
Want to resend the confirmation email to a client or agent? Want to send the link to the client inspection page to someone?
Written by
Michael Wagstaff
Updated over a week ago
How to Re-send the Client Confirmation Email
Client didn't get the confirmation or scheduling email? Learn how to re-send the booking confirm email to your client.
Written by
Kevin Wagstaff
Updated over a week ago
How can I tell if my emails were opened?
Why it is important to know what factors might influence emails showing as 'delivered' or 'open'
Written by
David Pitassi
Updated over a week ago
More
How to copy an inspection's address, clients, and agents for reorders, follow-ups, re-inspections, and additional services
You can create a new inspection with prepopulated data from a past inspection. Here's how!
Written by
Michael Wagstaff
Updated over a week ago
How to Copy Reports
Copy a report from a previous inspection into another inspection on the same property
Written by
Michael Wagstaff
Updated over a week ago
Where is the client's view URL?
Find, view and send a link to the client page where clients can pay, view the invoice, accept agreements, and view inspection reports
Written by
Michael Wagstaff
Updated over a week ago
How to Print a Work Order
Get a hardcopy of a work order by printing the details of the job.
Written by
Support Team
Updated over a week ago
How to reschedule an inspection
Changing the date on an inspection is easy, here's how.
Written by
Michael Wagstaff
Updated over a week ago
How to Cancel an Inspection
Here's how to cancel an inspection
Written by
Support Team
Updated over a week ago